Thursday, October 22, 2020

Public Fixed Income

Tax Exempt Municipal Bonds: Attractive Again?

The Tax Cut and Jobs Act of 2017 had numerous impacts on the municipal bond market. From the standpoint of the institutional...

4 Quadrant Report: Monthly Insight into U.S. Commercial Real Estate Opportunities

Partnering with insurance investors is a key strength of Principal Global Investors. From our own insurance company heritage, Principal Global Investors has...

P/C Book Yields, Surplus May Slip Further Due to Pandemic Fallout

2020 Events May Beg Questions of Insurers’ Risk Tolerance; Scenario Planning May Help Identify Potential Outcomes  Alan Dobbins, Director,...

The Global Credit Outlook: Finding Opportunities in Public and Private Credit Amid an Uncertain Recovery

While valuations have risen from their March lows, dislocation has created compelling opportunities in both the public and private credit markets.

Making Insurance Assets Work Harder with a Tactical Credit Allocation

Key Takeaways Globally, government bond yields are at historically low levels—$10 trillion with negative yields.Covid 19 pandemic has...

Estimating the Capital Exposure to Fallen Angels: An Insurer’s Perspective

Like all investors, insurers are currently grappling with an economic and market downturn caused by the COVID-19 pandemic, the likes of which...

Corporate Credit & Monetary Financing: A New Era in US Fed Policy

Are we witnessing a paradigm shift in how market participants should view US monetary and fiscal policy? Fixed Income Investment Director Amar...

An Evolving Landscape: Highlights of the RBC GAM 2019 Responsible Investment Survey

IntroductionThe 2019 RBC Global Asset Management Responsible Investment Survey polled key decision makers, including institutional asset owners, wealth managers and pension plan...

Exploring Alternative Credit for Insurance Companies

Investment opportunities in alternative credit are expanding. At the same time, private market allocations for insurance companies are growing as a way...